2011 Investment Strategies: 9 Buys, 9 Sells. Gary Shilling.
Pavlov's bulls. Jeremy Grantham's quarterly letter.
A potent brew for a tall glass of regret. Alan Hartley, Morningstar.
further commented on by Mish at:
Market participants learn the wrong lesson from Bernanke; conflicts of interest in stay the course advice.
A bubble in complacency. John Mauldin.
discusses GDP #s, imports, inventories and how the rise in oil prices affected all that
Similar discussion at Pragmatic Capitalism in Really Nominal GDP.
Also at PragCap, Is QE really working? cites Richard Koo.
Pavlov's bulls. Jeremy Grantham's quarterly letter.
A potent brew for a tall glass of regret. Alan Hartley, Morningstar.
further commented on by Mish at:
Market participants learn the wrong lesson from Bernanke; conflicts of interest in stay the course advice.
A bubble in complacency. John Mauldin.
discusses GDP #s, imports, inventories and how the rise in oil prices affected all that
Similar discussion at Pragmatic Capitalism in Really Nominal GDP.
Also at PragCap, Is QE really working? cites Richard Koo.
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